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Okta (OKTA) Institutional Ownership

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$148.60 +7.18 (+5.08%)
Closing price 04:00 PM Eastern
Extended Trading
$147.94 -0.66 (-0.44%)
As of 07:03 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Okta (NASDAQ:OKTA)

Current
Institutional Ownership
Percentage
86.64%
Number of
Institutional Buyers
(last 12 months)
542
Total
Institutional Inflows
(last 12 months)
$3.34B
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$12.01B
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OKTA Institutional Buying and Selling by Quarter

Okta Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/6/2026Stableford Capital II LLC9,025$1.23M0.4%N/A0.005%
7/2/2026 MassMutual Private Wealth & Trust FSB296$40K0.0%+279.5%0.000%
7/2/2026 Versant Capital Management Inc503$69K0.0%-79.8%0.000%
7/2/2026 CX Institutional2,633$359K0.0%+5.1%0.002%
6/18/2026Pacer Advisors Inc.242,615$19.10M0.0%+19.1%0.140%
6/3/2026Parallel Advisors LLC5,611$442K0.0%+20.3%0.003%
6/3/2026NewEdge Advisors LLC455$36K0.0%-84.5%0.000%
5/26/2026Glenmede Trust Co. NA540,947$42.58M0.2%+7.0%0.306%
5/19/2026Bank of America Corp DE1,496,896$117.82M0.0%+0.4%0.846%
5/19/2026Edgestream Partners L.P.20,373$1.60M0.1%-57.4%0.012%
5/19/2026Arkadios Wealth Advisors12,295$968K0.0%+133.4%0.007%
5/19/2026South Dakota Investment Council47,783$3.76M0.1%+11.1%0.027%
5/19/2026IFS Group LLC4,765$375K0.3%N/A0.003%
5/19/2026Encore Global Management LP25,500$2.01M1.4%N/A0.014%
5/19/2026Smith Group Asset Management LLC377,105$29.68M1.5%+9.3%0.213%
5/18/2026Amundi609,207$47.95M0.0%+19.7%0.344%
5/18/2026EverSource Wealth Advisors LLC1,333$105K0.0%+10.7%0.001%
5/18/2026California State Teachers Retirement System261,827$20.61M0.0%-1.4%0.148%
5/18/2026Royal Bank of Canada283,507$22.31M0.0%+112.3%0.160%
5/18/2026Empowered Funds LLC167,701$13.20M0.1%+1,421.9%0.096%
5/16/2026The Manufacturers Life Insurance Company 112,530$8.86M0.0%+21.4%0.064%
5/16/2026Infrastructure Capital Advisors LLC5,948$468K0.0%+15.5%0.003%
5/16/2026Quantinno Capital Management LP746,009$58.72M0.1%+114.3%0.422%
5/16/2026SummitTX Capital L.P.13,197$1.04M0.0%N/A0.007%
5/15/2026OMERS ADMINISTRATION Corp8,457$666K0.0%+27.2%0.005%
5/15/2026Granahan Investment Management LLC40,843$3.22M0.2%-16.9%0.023%
5/15/2026Senvest Management LLC830,515$65.37M2.2%+54.5%0.470%
5/14/2026Public Employees Retirement System of Ohio96,882$7.63M0.0%-8.7%0.055%
5/14/2026Sellaronda Global Management LP170,000$13.38M8.8%-8.1%0.096%
5/14/2026Bank of Nova Scotia21,990$1.73M0.0%+21.5%0.012%
5/14/2026Sei Investments Co.365,265$28.75M0.0%+50.6%0.206%
5/14/2026Alamar Capital Management LLC35,695$2.81M1.7%N/A0.020%
5/13/2026Cetera Investment Advisers41,735$3.29M0.0%+10.6%0.024%
5/13/2026Aureus Asset Management LLC12,360$973K0.1%N/A0.007%
5/13/2026NewEdge Wealth LLC56,204$4.42M0.1%-26.1%0.032%
5/13/2026First Trust Advisors LP4,194,608$330.16M0.2%-30.4%2.371%
5/12/2026Westpac Banking Corp2,700$213K0.0%+48.4%0.002%
5/12/2026ABN Amro Investment Solutions6,418$505K0.0%-42.7%0.004%
5/8/2026PNC Financial Services Group Inc.8,945$704K0.0%-16.8%0.005%
5/8/2026Oslo Pensjonsforsikring AS2,749$216K0.0%N/A0.002%
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5/8/2026Titan Global Capital Management USA LLC32,044$2.52M0.4%+2.5%0.018%
5/7/2026Carson Advisory Inc.3,800$299K0.2%N/A0.002%
5/7/2026Meeder Advisory Services Inc.3,399$268K0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP1,249,173$98.29M0.0%-3.7%0.706%
5/7/2026Parallel Advisors LLC5,611$442K0.0%+20.3%0.003%
5/7/2026KBC Group NV44,796$3.53M0.0%+5.8%0.025%
5/7/2026S&CO Inc.72,779$5.73M0.4%+19.5%0.041%
5/7/2026SEB Asset Management AB34,814$2.74M0.0%N/A0.020%
5/7/2026Swiss National Bank497,300$39.14M0.0%+7.7%0.281%
5/7/2026Mediolanum International Funds Ltd52,343$3.95M0.0%-47.0%0.030%
5/6/2026California Public Employees Retirement System291,645$22.96M0.0%-2.0%0.165%
5/6/2026Kera Capital Partners Inc.6,394$503K0.1%+18.4%0.004%
5/6/2026Assetmark Inc.719$57K0.0%+81.1%0.000%
5/6/2026Bessemer Group Inc.32,752$2.58M0.0%+2.1%0.019%
5/6/2026SteelPeak Wealth LLC5,166$407K0.0%+2.8%0.003%
5/6/2026Allspring Global Investments Holdings LLC3,553,091$281.21M0.5%+71.9%2.009%
5/6/2026Independent Financial Group LLC6,796$535K0.0%N/A0.004%
5/6/2026Frazier Financial Advisors LLC598$47K0.0%-25.5%0.000%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super61,534$4.84M0.1%N/A0.035%
5/5/2026Wealthfront Advisers LLC7,729$608K0.0%-26.2%0.004%
5/5/2026D.A. Davidson & CO.2,936$231K0.0%-8.7%0.002%
5/5/2026Geneos Wealth Management Inc.14,624$1.15M0.0%-11.2%0.008%
5/5/2026Sanctuary Advisors LLC12,278$966K0.0%+12.9%0.007%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,691$369K0.0%N/A0.003%
5/4/2026Center for Financial Planning Inc.795$63K0.0%+76.7%0.000%
5/4/2026State of Michigan Retirement System43,800$3.45M0.0%+2.3%0.025%
5/4/2026Principal Financial Group Inc.379,433$29.87M0.0%+4.9%0.215%
5/4/2026Y.D. More Investments Ltd14,471$1.14M0.0%-8.9%0.008%
5/2/2026International Assets Investment Management LLC3,528$279K0.0%+143.0%0.002%
5/2/2026Diversify Wealth Management LLC27,265$2.08M0.0%N/A0.015%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS42,459$3.34M0.0%+0.7%0.024%
5/1/2026Citizens Financial Group Inc. RI6,101$480K0.0%-26.2%0.003%
5/1/2026Fifth Third Bancorp47,245$3.72M0.0%+1,901.1%0.027%
5/1/2026American Trust2,865$226K0.0%+12.8%0.002%
5/1/2026Advisors Management Group Inc. ADV24,381$1.92M0.3%-13.0%0.014%
5/1/2026Candriam S.C.A.18,193$1.43M0.0%-0.9%0.010%
5/1/2026Sequoia Financial Advisors LLC5,686$448K0.0%+11.8%0.003%
4/30/2026SkyOak Wealth LLC5,150$405K0.1%+33.8%0.003%
4/30/2026Kestra Advisory Services LLC10,146$799K0.0%+4.8%0.006%
4/30/2026Azzad Asset Management Inc. ADV8,253$650K0.1%N/A0.005%
4/30/2026Sumitomo Mitsui Trust Group Inc.355,720$28.00M0.0%-4.4%0.201%
4/30/2026Resona Asset Management Co. Ltd.49,760$3.89M0.0%+2.5%0.028%
4/30/2026Greenwood Capital Associates LLC6,193$487K0.1%-6.4%0.004%
4/30/2026Oregon Public Employees Retirement Fund34,684$2.73M0.0%+3.5%0.020%
4/30/2026Staley Capital Advisers Inc.22,084$1.74M0.1%-91.0%0.012%
4/29/2026Montag A & Associates Inc.1,555$122K0.0%-15.2%0.001%
4/29/2026Resonant Capital Advisors LLC5,521$435K0.0%+8.3%0.003%
4/29/2026Burney Co.3,063$241K0.0%-56.1%0.002%
4/29/2026Swedbank AB2,216,588$174.47M0.2%+21.9%1.253%
4/29/2026Avory & Company LLC20,236$1.59M2.1%N/A0.011%
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4/28/2026Stephens Inc. AR24,243$1.91M0.0%+334.3%0.014%
4/28/2026Stephens Investment Management Group LLC443,827$34.93M0.5%+1.4%0.251%
4/28/2026Praxis Investment Management Inc.5,102$402K0.0%+43.8%0.003%
4/28/2026Revisor Wealth Management LLC3,274$258K0.1%-19.1%0.002%
4/28/2026V Square Quantitative Management LLC505$40K0.0%-21.8%0.000%
4/27/2026New York State Teachers Retirement System124,766$9.82M0.0%-0.6%0.071%
4/27/2026Private Advisor Group LLC25,979$2.05M0.0%+1.0%0.015%
4/27/2026Optas LLC2,935$231K0.0%N/A0.002%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund79,750$6.28M0.0%+97.4%0.045%
4/27/2026Fideuram Intesa Sanpaolo Private Banking S.P.A.137,420$10.82M0.4%+6.1%0.078%


OKTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 847 institutional investors and hedge funds held shares of Okta. The most heavily invested institutionals were Vanguard Group Inc. ($1.56B), Massachusetts Financial Services Co. MA ($367.48M), First Trust Advisors LP ($330.16M), Geode Capital Management LLC ($281.25M), Allspring Global Investments Holdings LLC ($281.21M), American Century Companies Inc. ($268.45M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($215.78M).Learn more on Okta's institutional investors.

86.64% of Okta's stock is owned by institutional investors. Learn more on OKTA's institutional investor holdings.

Of the 757 institutional investors that purchased Okta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.13M), Massachusetts Financial Services Co. MA ($4.64M), Allspring Global Investments Holdings LLC ($3.48M), Swedbank AB ($3.15M), Ninety One UK Ltd ($2.74M), Alyeska Investment Group L.P. ($2.73M), and Vanguard Group Inc. ($2.59M).

Institutional investors have bought a total of 36,572,275 shares in the last 24 months. This purchase volume represents approximately $3.34B in transactions.

Of the 329 institutional investors that sold Okta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($91.32M), Truist Financial Corp ($6.22M), Bank of Montreal Can ($4.67M), HighTower Advisors LLC ($3.65M), First Trust Advisors LP ($2.03M), Vanguard Group Inc. ($1.75M), and Alkeon Capital Management LLC ($1.52M).

Institutional investors have sold a total of 131,355,564 shares in the last 24 months. This volume of shares sold represents approximately $12.01B in transactions.


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This page (NASDAQ:OKTA) was last updated on 7/6/2026 by MarketBeat.com Staff.
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